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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$9.74
Change-$0.03 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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LEVIX vs VTSMX Comparison Chart
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LEVIX vs. VTSMX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LEVIX (86.2M). VTSMX pays higher dividends than LEVIX: VTSMX (1.26) vs LEVIX (1.08). LEVIX was incepted earlier than VTSMX: LEVIX (19 years) vs VTSMX (32 years). LEVIX is a more actively managed with annual turnover of: 81.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. LEVIX (-29.76). VTSMX return over 5 years is better than : 85.64 vs. LEVIX (-38.56).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 14.052 | 18.617 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | -29.76 | 31.53 | -94% |
| Returns for 3 years | -52.42 | 25.35 | -207% |
| Returns for 5 years | -38.56 | 85.64 | -45% |
| Returns for 10 years | -23.84 | 187.59 | -13% |